KNOWLEDGE, INSIGHT & EXPERIENCE
Mascoma Wealth Management, LLC is a wholly owned subsidiary of Mascoma Bank and an SEC registered investment advisor that provides customized investment portfolios and ongoing investment management. Our team creates a personalized and broadly diversified investment portfolio for you. No matter how your investment needs evolve, you will know there is one person who knows your investments and objectives that you can turn to when you have questions.
Why Mascoma Wealth Management
We help you understand your financial needs and help you craft a plan to get there.
Together, we chart a plan for where you want to get to and what you need when you get there.
We offer four different investment objectives ranging from income to growth to match your goals and preferences.
PROTECT YOUR WEALTH
Our investment strategy is focused on providing low volatility, consistent returns, and preservation of principal.
All investment research is from independent firms with proven track records and no investment banking conflicts.
You always have direct access to investment managers who take the time to explain what you are invested in and why.
SECURED BY FIDELITY
Assets and accounts are held by an independent firm, Fidelity Investments, providing an additional layer of security.
All investment activities are subject to internal committee reviews and subject to examinations by independent auditors and federal regulators.
Our market value fee structure means we are invested in you when you invest with us, and lower fees help you earn more.
Our staff’s combined 100+ years of investment and financial experience allows us to provide value added advice on critical wealth planning issues.
As part of a mutual bank we put our client’s needs first, and the most important bottom line is yours, not that of a corporate stockholder.
We are committed to the community. We live here, we work here, and together we make our community a better place every day.
Our role at Mascoma Wealth Management is to put our knowledge to work for you. The more you know, the better we can help you. We’re here any time you have a question, but we also strive to share as much information with you as we can, so you can be informed investors.